Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$741B
AUM Growth
-$68.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,467
New
Increased
Reduced
Closed

Top Buys

1
+$1.85B
2
+$1.78B
3
+$1.73B
4
TSM icon
TSMC
TSM
+$1.2B
5
AMGN icon
Amgen
AMGN
+$1.15B

Top Sells

1
+$2.6B
2
+$1.29B
3
+$1.25B
4
TWLO icon
Twilio
TWLO
+$1.22B
5
EPAM icon
EPAM Systems
EPAM
+$1.12B

Sector Composition

1 Technology 18.61%
2 Healthcare 9.76%
3 Financials 9.05%
4 Consumer Discretionary 8.4%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$13.3M ﹤0.01%
223,230
-43,597
2552
$13.3M ﹤0.01%
1,260,733
-331,790
2553
$13.3M ﹤0.01%
297,395
+70,568
2554
$13.3M ﹤0.01%
526,435
+139,815
2555
$13.2M ﹤0.01%
205,755
+79,683
2556
$13.2M ﹤0.01%
96,019
+1,176
2557
$13.2M ﹤0.01%
205,163
+171,936
2558
$13.2M ﹤0.01%
206,864
+7,023
2559
$13.2M ﹤0.01%
284,207
+46,194
2560
$13.2M ﹤0.01%
567,061
+79,237
2561
$13.2M ﹤0.01%
360,856
-20,674
2562
$13.2M ﹤0.01%
254,310
-1,989
2563
$13.1M ﹤0.01%
171,816
+108,305
2564
$13.1M ﹤0.01%
630,240
+197,644
2565
$13.1M ﹤0.01%
730,597
+132,004
2566
$13.1M ﹤0.01%
285,013
-43,780
2567
$13.1M ﹤0.01%
120,397
-8,328
2568
$13.1M ﹤0.01%
860,071
-94,439
2569
$13.1M ﹤0.01%
62,667
+1,258
2570
$13.1M ﹤0.01%
82,381
-89,405
2571
$13.1M ﹤0.01%
1,719,287
-238,368
2572
$13M ﹤0.01%
144,787
+112,095
2573
$13M ﹤0.01%
518,947
+226,875
2574
$13M ﹤0.01%
575,907
-85,665
2575
$13M ﹤0.01%
289,596
-69,675
101 102
103
104 105